SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $393,000 | -1.3% | 5,827 | 0.0% | 0.23% | 0.0% |
| Q2 2021 | $398,000 | +4.7% | 5,827 | 0.0% | 0.23% | -1.7% |
| Q1 2021 | $380,000 | +9.5% | 5,827 | 0.0% | 0.23% | +3.6% |
| Q4 2020 | $347,000 | +14.1% | 5,827 | 0.0% | 0.22% | -6.7% |
| Q3 2020 | $304,000 | +2.0% | 5,827 | -2.1% | 0.24% | +0.4% |
| Q2 2020 | $298,000 | +14.2% | 5,951 | +1.0% | 0.24% | -17.4% |
| Q1 2020 | $261,000 | -26.3% | 5,890 | 0.0% | 0.29% | -8.3% |
| Q4 2019 | $354,000 | – | 5,890 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 118,083 | $8,277,642 | 3.49% |
| Marotta Asset Management | 8,179 | $573,348 | 0.12% |
| CGN Advisors LLC | 12,389 | $868,469 | 0.12% |
| Pure Financial Advisors, LLC | 30,761 | $2,156,372 | 0.07% |
| MASSMUTUAL TRUST CO FSB/ADV | 11,112 | $778,951 | 0.03% |
| Anchor Investment Management, LLC | 2,610 | $182,981 | 0.02% |
| Bartlett & Co. LLC | 12,247 | $860 | 0.01% |
| Apella Capital, LLC | 3,008 | $209,477 | 0.01% |
| Versant Capital Management, Inc | 511 | $35,821 | 0.01% |
| BALDWIN BROTHERS LLC/MA | 1,279 | $89,658 | 0.01% |